Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Garza de la pena is an investment advisor representative with Corient, a financial firm that serves a variety of client types including high-net-worth individuals, corporations, and charitable organizations. Corient specializes in portfolio management for individuals and pooled investment vehicles, financial planning, pension consulting, and other investment-related services. Daniel holds a Series 65 license and a SIE certification and has experience in the financial industry, having worked in previous roles with firms like Duff & Phelps and Intercontinental Wealth Advisors LLC. Daniel is committed to providing investment advice and financial planning services to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
08/01/2023 - Present
Corient (Chicago IL)
IA
Issued 01/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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